Limited Partnership (LP, LLP, LLLP) With rare exceptions, when we form a LP, we prepare complete documentation as needed for the LP to operate, function, and carry out its intended business purposes. Often, a Business Limited Partnership will operate as a “Family Bank” and serve as a parent entity to […]

Irrevocable Family Fortress Dynasty Trust Irrevocable Family Fortress Dynasty Trust – Legal Services include establishing an an irrevocable life insurance and asset preservation trust with dynasty, gifting, and income provisions. Such a Trust becomes valuable and important in legal planning when 1) the estate is over the estate tax threshold, 2) […]

Limited Liability Company (LLC) With rare exceptions, when we form an LLC, we prepare complete documentation as needed for the LLC to operate, function, and carry out its intended purposes. Forming an LLC – Legal Services will generally include the following: Attorney time for Consultation, and Selection of Jurisdiction and […]

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]